Permanent

Paraplanner

Berkshire

£45,000

Posted 1 week ago

KeyResponsibilities

Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
Conducttechnicalresearchaspartofreviewingexisti...

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